Joe DeLisi Financial
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
Episodes
64 episodes
#64 The Non-Negotiables
Many investors spend their time worrying about the next market move. The more important question is whether they have a sound investment strategy in place.In this episode, Joe DeLisi shares the foundational principles that have guided hi...
#63 Joe's Investing Story
After nearly 30 years in the financial industry, Joe DeLisi reflects on the long path that shaped the way he invests client money today. In this episode, Joe shares how he entered the business with no finance background, the lessons he learned ...
#62 Nash Subotic: CEO of WestPac Wealth Partners
In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in 2008 to a national firm with 220 advisors, near...
#61 War in Iran, Hormuz and Your Portfolio
War in Iran, Strait of Hormuz Disruptions, and What It Means for Your PortfolioIn this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares...
#60 Young Adult Financial Series: Advising the Next Generation #2
Part 2 of the Next Generation series focuses on the financial decisions young adults are making right now, and the ones that matter most long term.Joe breaks down the habits, mindset, and common mistakes that can either set you ...
#59 The Risk of Individual Stocks
In this episode, Joe DeLisi revisits one of his most talked-about conversations, “The Worst Decision a Client Has Ever Made”—and addresses the surprising takeaway many listeners walked away with.If you’ve ever thought holdi...
#58 Young Adult Financial Series: Advising the Next Generation #1
Over the past several years, I’ve noticed something happening with many of my long-time clients.Their kids are growing up.The same families I’ve worked with for 20+ years now have sons and daughters in their early 20s—thinking abo...
#57 US and the Iranian Conflict
Tensions between the United States and Iran have resurfaced, and headlines are once again stirring uncertainty in global markets.In this episode, Joe breaks down what’s actually happening, what history tells us about geopolitical conflic...
#56 Why Cheap Indexing Isn't the Best
Is buying the cheapest index fund really the smartest move?It sounds logical. Low cost. Broad diversification. Simple.But investing isn’t just about cost, it’s about understanding where returns actually come from.In thi...
#55 For Business Owner Listeners
Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road.In this episode, Joe DeLisi explains why traditional financial planning often fails entrep...
#54 2026 Midterm Elections
Every election cycle, I hear the same question:“Should I be worried about my investments because of what’s happening in politics?”In this episode, I walk through what actually matters, and what doesn’t, when it comes to poli...
#53 What Do Billionaires Worry About
What do billionaires actually worry about?It’s not what most people think.In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep...
#52 The Worst Decision a Client Has Ever Made
In this episode, Joe walks through one of the biggest financial mistakes he’s ever seen a client make, a decision that looked harmless in the moment but carried massive long-term consequences. He breaks down what went wrong, why smart people ma...
#51 2026 Portfolio Prep and Predictions
Every year the “experts” scream crash, recession, empty shelves, and market meltdown, and every year they eat their words.What actually happened in 2025 after all the 50% plunge calls and tariff-doomsday headlines?Spoiler: the exact opp...
#50 Banks are Sitting on Massive Unrealized Losses
In this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate mov...
#49 Super Smart People Can't Beat Markets
Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the ...
#48 Same Game, New Name: Wall Street’s Repeat Offense
Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe break...
#047 U.S. Debt and the Government Shutdown
The headlines talk about a government shutdown, but the real issue is much bigger. Joe DeLisi breaks down what $37 trillion in U.S. debt actually means for your taxes, Social Security, and retirement plan.In this episode, Joe explains ho...
#046 AI and Your Portfolio
In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizi...
#045 The Magnificent Seven are Down to Terrific Two
Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to ...
#044 How Risk Premiums Shape Investment Outcomes
Join us as we explore the fascinating world of investment risk premiums. This episode promises to unravel the mysteries behind these financial concepts, offering insights that could reshape your approach to investing. Tune in to discover the hi...
#043 Why Didn't You Buy NVIDIA Ten Years Ago?
Joe breaks down the investor mind traps—recency bias, performance chasing, hindsight envy—and uses Nvidia’s decade to show why process beats prediction. Practical takeaways on portfolio design, rebalancing, and sticking to a math-and-science pl...
#042 Should you buy a sports franchise or the S&P 500???
In this episode, Joe DeLisi discusses the sale of the Los Angeles Lakers and compares the investment returns of owning the team versus investing in the S&P 500. He highlights the historical context of both investments, explores alternative ...
#041 Price vs Cost: The Truth Behind Investment Fees
In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a ...
#040 The Big Beautiful Bill
In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates...